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HomeMy WebLinkAbout11-14-08 (5)BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 BRODY C WITMER 706 STATE STREET COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~-: , ';Np~,T~t~l;-j0~' INHERITANCE TAX APPR•giSEMEjVT, ALLOWANCE OR DISALLOWANCE Op-DED~2C:"~IQAIS;'~gND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REY-1548 EX AFP cob-05) ~~~~ '(~~ ! ~, ~~ ~,; ~~'~DATE 11-17-2008 ESTATE OF FISHEL SHIRLEY L DATE OF DEATH 03-07-2008 CL~i~'i ~`f FILE NUMBER 21 08-0354 ~~t~~'~,~~( ; ~ ~~~i`i~ COUNTY ~. .. FF, ACN HAMBURG PA 19526 08005309 APPEAL DATE: 01-16-2009 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND I:0 COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1548 EX AFP (03-05)-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST' ASSETS DATE 11-17-2008 ESTATE OF FISHEL SHIRLEY L DATE OF DEATH 03-07-2008 COUNTY CUMBERLAND FILE N0. 21 08-0354 S.S/D.C. N0. 184-26-5595 ACN 08005309 TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: TRANSAMERICA ACCOUNT N0. 026230891 TYPE OF ACCOUNT: C )SAVINGS C ) CHECKING C )TRUST ( )TIME CERTIFICATE DATE ESTABLISHED 03-07-2007 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 45,399.97 X 0.500 22,699.99 .00 22,699.99 X .45 1,021.50 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE T0: "REGISTER OF WILLS, AGENT." P DATE T I NUMBER (INTEREST/PENT PAID C-) AMOUNT PAID PAYMENT MUST BE MADE BY 12-08-2008*. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE 1,021.50 INTEREST AND PEN. .00 TOTAL DUE 1,021.50 * IF PAID AFTE R THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST ~ C IF TOTAL DUE IS IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. j SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) , /'